Ranjit
Bahadur

Unique Wealth Strategies

CRD#2968881
Investment Advisor
in Willowbrook, IL

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About this Advisor

Ranjit Bahadur is a financial advisor based in Willowbrook, Illinois, working with Unique Wealth Strategies. Ranjit has previously held positions at Metlife Securities Inc, Metropolitan Life Insurance Company, Private Advisor Group, LLC, Unique Wealth Strategies, LLC, and Lpl Financial, LLC. Ranjit has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Ranjit is part of Unique Wealth Strategies, which operates out of Willowbrook, Illinois. The firm has 7 employees and manages assets totaling $251.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Unique Wealth Strategies includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

570 Village Center Drive, Ste 203
Willowbrook, IL 60527

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Unique Wealth Strategies Brokerage Details

Total Assets Under Management

$251,100,000

IL Average: $6,674,516,078
Total Number of Employees

7

IL Average: 44
Total Number of Accounts

708

IL Average: 2,564
Average Account Size

$354,661

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ranjit Bahadur Work History

2022 - Present (2 years)

Unique Wealth Strategies, LLC

2016 - 2022 (6 years)

Private Advisor Group, LLC

2016 - 2022 (6 years)

Lpl Financial, LLC

1997 - 2016 (19 years)

Metlife Securities Inc

1997 - 2016 (19 years)

Metropolitan Life Insurance Company

Disclosures

Please visit the SEC profile of Ranjit Bahadur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Unique Wealth Strategies

Priyadarshan Pradhan
Willowbrook, IL
Arti Srivastava
Hillsborough, CA
Jason Andryzak
Willowbrook, IL
Ranjit Bahadur
Willowbrook, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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